港股异动 | 新秀丽(01910)跌近5% 遭易方达基金减持150万股 机构看好其今年恢复正增长

智通财经
15 Jan

智通财经APP获悉,新秀丽(01910)跌近5%,截至发稿,跌4.91%,报21.3港元,成交额1928.12万港元。

消息面上,联交所最新权益披露资料显示,1月9日,新秀丽遭易方达基金管理有限公司在场内以每股均价22.5717港元减持150万股,涉资约3385.76万港元。减持后,易方达基金管理有限公司最新持股数目为1.25亿股,持股比例由9.08%下降至8.97%。

民生证券近期研报指出,2024Q1-3公司收入同比+0.9%/-1.6%/-8.3%,累计同比下降3%(恒定汇率同比下降0.6%),主要受中国市场走弱、北美批发客户今年更加谨慎,以及印度市场促销环境加剧影响。预计随着旅游业全面复苏、宏观经济好转以及公司自身产品和渠道的稳步扩张,有望于2025年恢复正增长。此外,目前公司正在推进美国上市,有望改善股票流动性。

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